
Episode #206
Lifetime Mortgages The Strategy Property Owners Need to Understand
Are you sitting on property wealth but unsure how to use it or pass it on efficiently? In this episode, we're joined by Greg May to break down lifetime mortgages in simple terms and what they are, how they work, and who they're really for. We explore how property owners can access equity without selling, the impact on inheritance, and why lifetime mortgages are increasingly being used as part of estate planning strategies. We also dive into inheritance tax (IHT), why more families could be affected in the coming years, and how property wealth plays a major role in that. In...

